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Taking an Inventory of Investor Worries

The Pacifica Partners Winter 2016 Quarterly Commentary: Most years, financial markets tend to rally in the month of December. As the 2015 holiday season wound down, investors found that Santa had deprived them of their traditional yearend rally. Instead of a rally, investors were left showered with volatility to close off 2015 and clinging to…

US Banks Safer But Still "Too Big To Fail"

Looking at the stock market, the story of corporate American is strikingly different. Balance sheets are flush with cash, debt is being serviced relatively easily and corporate profits as a percent of GDP are amongst the highest on record. As the chart shows, if real corporate earnings are growing over the last two years of…

Bond Vigilantes Dispensing Justice to the G20

Bond Vigilantes Dispensing"Justice" to the G20 Pacifica Partners' Financial Post Weekly Column - July 12th 2010 This and other articles also available online at: Financial Post & Investment Waves Blog One of the most important signposts for investors is to look for extremes in consensus thinking. For example, at the beginning of the year, investor…
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